“Pilot is my support team and a part of my business in terms of compliance, business processing, and advice about certain issues. They’re a part of my toolbox.”

“Pilot is the go-between the larger broker dealer organization and myself.”

“Pilot is our back-office operations team.”

“Pilot is a necessity to being permitted to operate in this business. To be successful, you need to be knowledgeable, work with people who knows the business, and be compliant - Pilot makes sure we maintain compliance. ”

“Pilot is there for extra support and questions. The best way I can explain them, is they’re the people we contact if we have questions.”

 “We’re different than other financial planning firms and do most of our stuff in-house. Pilot helps most with compliance.”